Account Limits
Evaluation Accounts:
You can have up to 15 select evaluations per 30 days and as many Growth Evaluation accounts as you want - there is no limit on Growth evaluation accounts.
Simulated Funded Accounts:
An individual user may have up to 5 Simulated Funded Accounts at any time
A household is also restricted to 5 Simulated Funded Accounts at any time (exception: V2 Select 300K funded accounts sit on top of the 5, for up to 8 in total)
You can pass as many evaluations as you want and bank those completions for later. For example, if you pass 10 evaluations, you can activate 5 funded accounts right away and hold the remaining 5 passed evaluations until a funded account slot opens up. You can only activate 5 funded accounts at a time, but having extra passed evaluations ready means you can fill a slot immediately whenever one becomes available rather than having to start and pass a new evaluation from scratch.
Important Notes
Funded account limit applies per household - All funded accounts across all users in the same household count toward the 5-account limit
Mix and match account types - Your 5 funded accounts can be any combination of Growth, Select Flex/Daily, and Lightning Funded accounts
Active accounts only - Failed or expired accounts do not count toward your limit
Maximum 15 Select evaluations can be purchased within any 30-day period since your first purchase.
Each Select evaluation can be reset up to 10 times within a 30-day period
Example Scenarios
Scenario 1: You have 3 Evaluation accounts and 2 Funded accounts
Allowed - You can add more Evaluation accounts
Allowed - You can add 3 more Funded accounts
Scenario 2: You have 10 Evaluation accounts and 5 Funded accounts
Allowed - Evaluation accounts have no limit
Cannot add more Funded accounts until one fails or is closed
Scenario 3: Two people in same household each have 3 Funded accounts
Not allowed - Exceeds 5 Funded accounts per household limit
Both can have unlimited Evaluation accounts